Site Planning ManagerCentralized actionable intelligence on location condition

1.800.803.5822 | servicechannel.com

What Is It? Keeping up brand standards across locations depends on knowing exactly what’s not right. ServiceChannel Site Planning Manager makes it easy to standardize the capture of the condition of your facilities, assets, and merchandise. Site Planning Manager also allows you to customize routine audits to ensure the safety of your customers and staff. Now, from merchandising and equipment to procedures, you can define every site element in central checklists to track with audits, so you’re always in control.

Benefits 6 Reduce cost to train people on conducting effective audits.

6 Ensure audits are always complete and defensible.

6 Increase audit frequency while reducing audit time and training required to conduct effective audits.

6 Enhance visual merchandising and capacity planning.

Who Is It For?

On-site Location Staff

Third-PartyAuditors

$

Facilities Managers

1.800.803.5822 | servicechannel.com

Performing Location Audits in Site Planning ManagerAudits and inspections in Site Planning Manager are as easy as 1-2-3.

1. Define

Build your site audit

6 Define your audit using ServiceChannel’s templates.

6 Upload and manage existing audit types.

2. Inspect

Run audits in mobile app

6 Use the ServiceChannel Mobile app to conduct pre-defined audits on-location.

3. Review

View Site Audit Reports

6 Review, filter, and download site audit data.

6 Attach related work orders.

6 Drill down to view checklists, media files, costs, and more.

1.800.803.5822 | servicechannel.com

Product Sheet_Site Planning Manager_010421

FeaturesAdmin Mobile Reporting

6 Create, customize, and manage audit types

6 Leverage easy-to-use audit templates for various routines and industries

6 Configure email recipient list to share results

6 Perform audits with pre-defined steps, instructions, and check-list

6 Integrated work order submission during audits

6 Capture facilities condition

6 Attach photo and video records

6 Access any individual audit with all scores, comments, quantities, photos, videos, and work orders created by the auditor

6 Cross-audit extracts of all conditions and issues found on facilities and assets.

6 Generate and share data as spreadsheets or PDFs

Site Planning Use Case Examples

✓ Operations or Loss Prevention preparation before temporarily closing a location for an unknown period of time

✓ Proper shutdown of freezers, HVAC, ovens, or other equipment not linked to IoT

✓ Monitoring cleaning work or other work performed by a provider

✓ Operations preparedness to reopen a store

✓ Special routines for pre-store opening or store closing

✓ Customized health and safety inspections

About ServiceChannelServiceChannel, the #1 Facilities Management Platform, is used by global multi-location brands to see inside their buildings, assets, and provider networks — and deliver amazing customer experiences at every location. The ServiceChannel platform captures the industry’s richest performance data, with billions of data points drawn from 100 million work orders and over 70,000 providers. Industry leaders such as Louis Vuitton, Bloomin’ Brands, CVS Health, and Trader Joe’s rely on insights from our platform to work with the best providers, optimize spend, and deliver impeccable customer experience. ServiceChannel is a privately held company funded by Accel, based in the San Francisco Bay Area.